接触和帐户法力gement

Really stuck on this one\u2026.<\/p>

I created a webform for customers to fill out right before they get to our stripe payment page so that we can auto create contacts in Freshsales. Great idea! Though I realized that they may move on to the payment page and then decide not to enter payment and close the window (if they change their mind of course). I really wanted to send an automated Thank You email as soon as a payment was made and at first was going to trigger a workflow tied to the webform (when contact is in webform product type then send email) something like that.\u00a0<\/p>

Have no clue how to set this up after payment is made through stripe without bothering our developers because they are too busy with product to help with API.<\/p>","url":"\/contacts-and-account-management-11414\/create-new-contact-after-payment-is-made-25025?postid=64825#post64825","creationDate":"2022-07-19T22:47:38+0000","relativeCreationDate":"1 year ago"},"isTopicUnread":true,"privateId":2859,"id":25025,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11414,"isIdeation":false,"url":"\/contacts-and-account-management-11414","title":"Contacts and Account Management","description":"Using Freshsales"},"url":"\/contacts-and-account-management-11414\/create-new-contact-after-payment-is-made-25025","title":"Create new Contact after payment is made","lastPost":{"id":64844,"author":{"id":37688,"url":"\/members\/reem-37688","name":"Reem","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/29890aac-d1f0-497f-9d94-c34064bb9cf3.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"

Thanks for the response! No, we are not tracking it in excel, payments are recorded in our accounting system Quickbooks and we get an email when there is a new payment.\u00a0<\/p>

\u00a0<\/p>

There are 2 different pricing levels\u00a0for the subscription we offer, so I want to send a custom thank you email for both subscriptions. Ex. Thank you for subscribing to SUBSCRIPTION A , AND Thank you for subscribing to SUBSCRIPTION B. Is it possible for the zapier link to identify whether it is payment A or B?\u00a0<\/p>","url":"\/contacts-and-account-management-11414\/create-new-contact-after-payment-is-made-25025?postid=64844#post64844","creationDate":"2022-07-20T12:33:13+0000","relativeCreationDate":"1 year ago"},"lastReply":{"id":64844,"author":{"id":37688,"url":"\/members\/reem-37688","name":"Reem","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/29890aac-d1f0-497f-9d94-c34064bb9cf3.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"

Thanks for the response! No, we are not tracking it in excel, payments are recorded in our accounting system Quickbooks and we get an email when there is a new payment.\u00a0<\/p>

\u00a0<\/p>

There are 2 different pricing levels\u00a0for the subscription we offer, so I want to send a custom thank you email for both subscriptions. Ex. Thank you for subscribing to SUBSCRIPTION A , AND Thank you for subscribing to SUBSCRIPTION B. Is it possible for the zapier link to identify whether it is payment A or B?\u00a0<\/p>","url":"\/contacts-and-account-management-11414\/create-new-contact-after-payment-is-made-25025?postid=64844#post64844","creationDate":"2022-07-20T12:33:13+0000","relativeCreationDate":"1 year ago"},"numberOfUnreadReplies":0,"numberOfReplies":2,"numberOfLikes":0,"relevantPost":{"id":64825,"author":{"id":37688,"url":"\/members\/reem-37688","name":"Reem","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/29890aac-d1f0-497f-9d94-c34064bb9cf3.png","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"

Really stuck on this one\u2026.<\/p>

I created a webform for customers to fill out right before they get to our stripe payment page so that we can auto create contacts in Freshsales. Great idea! Though I realized that they may move on to the payment page and then decide not to enter payment and close the window (if they change their mind of course). I really wanted to send an automated Thank You email as soon as a payment was made and at first was going to trigger a workflow tied to the webform (when contact is in webform product type then send email) something like that.\u00a0<\/p>

Have no clue how to set this up after payment is made through stripe without bothering our developers because they are too busy with product to help with API.<\/p>","url":"\/contacts-and-account-management-11414\/create-new-contact-after-payment-is-made-25025?postid=64825#post64825","creationDate":"2022-07-19T22:47:38+0000","relativeCreationDate":"1 year ago"},"numberOfViews":35,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshsales-11327","categoryId":11327,"title":"Using Freshsales","metaRobots":"index, follow","type":0},"lastPostId":"64844"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"3b0aec53dcd0f0c7e16cdfe9d6e920f0baaf7200","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

Hi there!<\/p>

brand new the fresh sales and I am setting up my contacts to get some deals rolling.<\/p>

\u00a0<\/p>

questions - is there a way to categories \/ group contacts together?<\/p>

\u00a0<\/p>

Let\u2019s say that each contact will be either one of the following customer types.<\/p>

\u00a0<\/p>

Agents<\/p>

Brokers<\/p>

Member<\/p>

Guest<\/p>

Exchange<\/p>

\u00a0<\/p>

how can I designate the type - which hopefully I can then filter as needed.<\/p>

\u00a0<\/p>

thank you!\u00a0<\/p>","url":"\/contacts-and-account-management-11414\/grouping-similar-contact-types-together-24685?postid=63992#post63992","creationDate":"2022-06-23T19:06:28+0000","relativeCreationDate":"1 year ago"},"isTopicUnread":true,"privateId":2715,"id":24685,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11414,"isIdeation":false,"url":"\/contacts-and-account-management-11414","title":"Contacts and Account Management","description":"Using Freshsales"},"url":"\/contacts-and-account-management-11414\/grouping-similar-contact-types-together-24685","title":"grouping similar contact types together","lastPost":{"id":63995,"author":{"id":30022,"url":"\/members\/aishwarya-parthasarathi-30022","name":"Aishwarya Parthasarathi","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/7f725694-1022-4b74-884a-a31c05259aa0.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":4},"content":"

Hello,<\/p>

Greetings from Freshworks community!\u00a0<\/p>

To group contacts based on a specific category, you can add custom fields with the values as per requirement. For example, the custom field can be named as customer type with the drop-down choices,\u00a0<\/p>

Agents<\/p>

Brokers<\/p>

Member<\/p>

Guest<\/p>

Exchange<\/p>

The values can be added to the respective contact which can then be filtered using the custom field to save them as a view. Whenever there is a new contact gets created satisfying the filter condition, will be automatically added to the saved view.\u00a0<\/p>

Please do refer to this support article to know more about creating custom views -\u00a0How to create custom views for accounts?<\/a><\/p>

I hope this helps.\u00a0<\/p>

Do let us know in case of further queries, we\u2019ll be happy to help out.\u00a0<\/p>

Have a great day!\u00a0<\/p>","url":"\/contacts-and-account-management-11414\/grouping-similar-contact-types-together-24685?postid=63995#post63995","creationDate":"2022-06-24T04:40:08+0000","relativeCreationDate":"1 year ago"},"lastReply":{"id":63995,"author":{"id":30022,"url":"\/members\/aishwarya-parthasarathi-30022","name":"Aishwarya Parthasarathi","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/7f725694-1022-4b74-884a-a31c05259aa0.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":4},"content":"

Hello,<\/p>

Greetings from Freshworks community!\u00a0<\/p>

To group contacts based on a specific category, you can add custom fields with the values as per requirement. For example, the custom field can be named as customer type with the drop-down choices,\u00a0<\/p>

Agents<\/p>

Brokers<\/p>

Member<\/p>

Guest<\/p>

Exchange<\/p>

The values can be added to the respective contact which can then be filtered using the custom field to save them as a view. Whenever there is a new contact gets created satisfying the filter condition, will be automatically added to the saved view.\u00a0<\/p>

Please do refer to this support article to know more about creating custom views -\u00a0How to create custom views for accounts?<\/a><\/p>

I hope this helps.\u00a0<\/p>

Do let us know in case of further queries, we\u2019ll be happy to help out.\u00a0<\/p>

Have a great day!\u00a0<\/p>","url":"\/contacts-and-account-management-11414\/grouping-similar-contact-types-together-24685?postid=63995#post63995","creationDate":"2022-06-24T04:40:08+0000","relativeCreationDate":"1 year ago"},"numberOfUnreadReplies":0,"numberOfReplies":1,"numberOfLikes":2,"relevantPost":{"id":63992,"author":{"id":37337,"url":"\/members\/nikkimier-37337","name":"NikkiMier","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"

Hi there!<\/p>

brand new the fresh sales and I am setting up my contacts to get some deals rolling.<\/p>

\u00a0<\/p>

questions - is there a way to categories \/ group contacts together?<\/p>

\u00a0<\/p>

Let\u2019s say that each contact will be either one of the following customer types.<\/p>

\u00a0<\/p>

Agents<\/p>

Brokers<\/p>

Member<\/p>

Guest<\/p>

Exchange<\/p>

\u00a0<\/p>

how can I designate the type - which hopefully I can then filter as needed.<\/p>

\u00a0<\/p>

thank you!\u00a0<\/p>","url":"\/contacts-and-account-management-11414\/grouping-similar-contact-types-together-24685?postid=63992#post63992","creationDate":"2022-06-23T19:06:28+0000","relativeCreationDate":"1 year ago"},"numberOfViews":51,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshsales-11327","categoryId":11327,"title":"Using Freshsales","metaRobots":"index, follow","type":0},"lastPostId":"63995"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"3b0aec53dcd0f0c7e16cdfe9d6e920f0baaf7200","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

I am new to the platform and having an issue deciding how to enter Contacts for Accounts (existing customers) vs Contacts for new Leads (potential customers). If I want to enter another employee that works for my existing customer, do I really need to take them through a Lifecycle and mark them closed\/won? It seems like a lot of extra work and will mess up my monthly reports. Any advice on how to quickly add a Contact to an\u00a0existing Account without taking them through the Lifecycle? Thanks in advance!\u00a0<\/p>","url":"\/contacts-and-account-management-11414\/company-contact-vs-lead-contact-24187?postid=62514#post62514","creationDate":"2022-05-10T22:54:57+0000","relativeCreationDate":"1 year ago"},"isTopicUnread":true,"privateId":2486,"id":24187,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isQuestion","label":"vraag"}],"forum":{"id":11414,"isIdeation":false,"url":"\/contacts-and-account-management-11414","title":"Contacts and Account Management","description":"Using Freshsales"},"url":"\/contacts-and-account-management-11414\/company-contact-vs-lead-contact-24187","title":"Company Contact vs. Lead Contact","lastPost":{"id":62538,"author":{"id":36398,"url":"\/members\/sternok-36398","name":"Sternok","avatar":"","userTitle":"Contributor","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1ba19f29-f0c3-4a0b-87d4-fbd2aa49bd87_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1ba19f29-f0c3-4a0b-87d4-fbd2aa49bd87_thumb.png","name":"Contributor"},"userLevel":0},"content":"

Thanks again. The \u201cWon\u201d stage for Contacts is one I am still trying to get my head wrapped around. I have never marked a Contact Won. I have always marked a Deal\/Opportunity Won.\u00a0Typical workflow in my career is \u00a0Contact to\u00a0Lead to Deal\/Opportunity to\u00a0Closed (Won\/Lost). From there they become a customer and a new Lifecycle begins.\u00a0<\/p>","url":"\/contacts-and-account-management-11414\/company-contact-vs-lead-contact-24187?postid=62538#post62538","creationDate":"2022-05-11T17:12:27+0000","relativeCreationDate":"1 year ago"},"lastReply":{"id":62538,"author":{"id":36398,"url":"\/members\/sternok-36398","name":"Sternok","avatar":"","userTitle":"Contributor","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1ba19f29-f0c3-4a0b-87d4-fbd2aa49bd87_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1ba19f29-f0c3-4a0b-87d4-fbd2aa49bd87_thumb.png","name":"Contributor"},"userLevel":0},"content":"

Thanks again. The \u201cWon\u201d stage for Contacts is one I am still trying to get my head wrapped around. I have never marked a Contact Won. I have always marked a Deal\/Opportunity Won.\u00a0Typical workflow in my career is \u00a0Contact to\u00a0Lead to Deal\/Opportunity to\u00a0Closed (Won\/Lost). From there they become a customer and a new Lifecycle begins.\u00a0<\/p>","url":"\/contacts-and-account-management-11414\/company-contact-vs-lead-contact-24187?postid=62538#post62538","creationDate":"2022-05-11T17:12:27+0000","relativeCreationDate":"1 year ago"},"numberOfUnreadReplies":0,"numberOfReplies":5,"numberOfLikes":0,"relevantPost":{"id":62514,"author":{"id":36398,"url":"\/members\/sternok-36398","name":"Sternok","avatar":"","userTitle":"Contributor","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"1ba19f29-f0c3-4a0b-87d4-fbd2aa49bd87_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/1ba19f29-f0c3-4a0b-87d4-fbd2aa49bd87_thumb.png","name":"Contributor"},"userLevel":0},"content":"

I am new to the platform and having an issue deciding how to enter Contacts for Accounts (existing customers) vs Contacts for new Leads (potential customers). If I want to enter another employee that works for my existing customer, do I really need to take them through a Lifecycle and mark them closed\/won? It seems like a lot of extra work and will mess up my monthly reports. Any advice on how to quickly add a Contact to an\u00a0existing Account without taking them through the Lifecycle? Thanks in advance!\u00a0<\/p>","url":"\/contacts-and-account-management-11414\/company-contact-vs-lead-contact-24187?postid=62514#post62514","creationDate":"2022-05-10T22:54:57+0000","relativeCreationDate":"1 year ago"},"numberOfViews":114,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshsales-11327","categoryId":11327,"title":"Using Freshsales","metaRobots":"index, follow","type":0},"lastPostId":"62538"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"3b0aec53dcd0f0c7e16cdfe9d6e920f0baaf7200","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

Hi all,<\/p>

\u00a0<\/p>

We are exploring on FreshWorks CRM.\u00a0I noticed there is Contacts and Accounts in FreshWorks. And we noticed we can just use Contacts, without needing to tagged to any Account.<\/p>

After created a Contact, I can add a Deal to this Contact, and subsequently moving the Deals all the way to Won status (Deal closed).<\/p>

\u00a0<\/p>

P\/S: Our business is\u00a0B2C (Business to Consumer), our customers are individual consumers, so we interact\u00a0directly with consumers\u00a0instead of Companies.<\/p>

\u00a0<\/p>

So I would like to understand, in such case, under what circumstances that we need to use an Account? (ie: To tagged a Contact to an Account). Any implications if we don\u2019t create any Accounts at all?<\/p>

For eg, will it affect the default Analytics reports, etc<\/p>

\u00a0<\/p>

Thank you.<\/p>

\u00a0<\/p>

<\/figure>

\u00a0<\/p>

\u00a0<\/p>

\u00a0<\/p>","url":"\/contacts-and-account-management-11414\/under-what-circumstances-that-we-need-to-use-account-tag-a-contact-to-an-account-21960?postid=55340#post55340","creationDate":"2021-08-18T01:58:20+0000","relativeCreationDate":"1 year ago"},"isTopicUnread":true,"privateId":1433,"id":21960,"type":"post","hasCurrentUserLiked":false,"isSticky":false,"features":[{"id":"isAnswered","label":"beantwoord"}],"forum":{"id":11414,"isIdeation":false,"url":"\/contacts-and-account-management-11414","title":"Contacts and Account Management","description":"Using Freshsales"},"url":"\/contacts-and-account-management-11414\/under-what-circumstances-that-we-need-to-use-account-tag-a-contact-to-an-account-21960","title":"Under what circumstances that we need to use Account (tag a Contact to an Account)","lastPost":{"id":55355,"author":{"id":30022,"url":"\/members\/aishwarya-parthasarathi-30022","name":"Aishwarya Parthasarathi","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/7f725694-1022-4b74-884a-a31c05259aa0.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":4},"content":"

Hello,\u00a0<\/p>

Greetings from the Freshworks Community.\u00a0<\/p>

The Accounts module is exclusively to add the \u201cCompany\u201d related information of the clients. If in case, you would be requiring to add the company information of a particular contact as well separately or interacting with multiple users from the same company, then accounts module can be used.\u00a0<\/p>

For example, there\u2019s an account \u201cABC\u201d and you would be communicating with more than one user from the company, then they can be added as contacts and linked to the account.\u00a0<\/p>

However, it is not mandatory to add in the account information in the account module. You can always leave the section empty and it wouldn\u2019t affect the reports as well.\u00a0<\/p>

I hope this is helpful. Please do write to support@freshsales.io<\/a>\u00a0in case of any further queries.\u00a0<\/p>","url":"\/contacts-and-account-management-11414\/under-what-circumstances-that-we-need-to-use-account-tag-a-contact-to-an-account-21960?postid=55355#post55355","creationDate":"2021-08-18T08:06:24+0000","relativeCreationDate":"1 year ago"},"lastReply":{"id":55355,"author":{"id":30022,"url":"\/members\/aishwarya-parthasarathi-30022","name":"Aishwarya Parthasarathi","avatar":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/icon\/200x200\/7f725694-1022-4b74-884a-a31c05259aa0.png","userTitle":"Community Manager","rank":{"isBold":false,"isItalic":false,"isUnderline":false,"icon":"3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","iconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/3e164ae1-0fbf-444b-9d4f-3c98888e1158.png","avatarIcon":"01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/01224d04-fc75-4c7d-bbf1-c7cb6591a3b4_thumb.png","name":"Community Manager"},"userLevel":4},"content":"

Hello,\u00a0<\/p>

Greetings from the Freshworks Community.\u00a0<\/p>

The Accounts module is exclusively to add the \u201cCompany\u201d related information of the clients. If in case, you would be requiring to add the company information of a particular contact as well separately or interacting with multiple users from the same company, then accounts module can be used.\u00a0<\/p>

For example, there\u2019s an account \u201cABC\u201d and you would be communicating with more than one user from the company, then they can be added as contacts and linked to the account.\u00a0<\/p>

However, it is not mandatory to add in the account information in the account module. You can always leave the section empty and it wouldn\u2019t affect the reports as well.\u00a0<\/p>

I hope this is helpful. Please do write to support@freshsales.io<\/a>\u00a0in case of any further queries.\u00a0<\/p>","url":"\/contacts-and-account-management-11414\/under-what-circumstances-that-we-need-to-use-account-tag-a-contact-to-an-account-21960?postid=55355#post55355","creationDate":"2021-08-18T08:06:24+0000","relativeCreationDate":"1 year ago"},"numberOfUnreadReplies":0,"numberOfReplies":1,"numberOfLikes":0,"relevantPost":{"id":55340,"author":{"id":32414,"url":"\/members\/cky-32414","name":"cky","avatar":"","userTitle":"Apprentice","rank":{"isBold":true,"isItalic":false,"isUnderline":false,"avatarIcon":"c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","avatarIconUrl":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/c4fdcdb1-15eb-44af-849c-fcb8ae67a397_thumb.png","name":"Apprentice"},"userLevel":0},"content":"

Hi all,<\/p>

\u00a0<\/p>

We are exploring on FreshWorks CRM.\u00a0I noticed there is Contacts and Accounts in FreshWorks. And we noticed we can just use Contacts, without needing to tagged to any Account.<\/p>

After created a Contact, I can add a Deal to this Contact, and subsequently moving the Deals all the way to Won status (Deal closed).<\/p>

\u00a0<\/p>

P\/S: Our business is\u00a0B2C (Business to Consumer), our customers are individual consumers, so we interact\u00a0directly with consumers\u00a0instead of Companies.<\/p>

\u00a0<\/p>

So I would like to understand, in such case, under what circumstances that we need to use an Account? (ie: To tagged a Contact to an Account). Any implications if we don\u2019t create any Accounts at all?<\/p>

For eg, will it affect the default Analytics reports, etc<\/p>

\u00a0<\/p>

Thank you.<\/p>

\u00a0<\/p>

<\/figure>

\u00a0<\/p>

\u00a0<\/p>

\u00a0<\/p>","url":"\/contacts-and-account-management-11414\/under-what-circumstances-that-we-need-to-use-account-tag-a-contact-to-an-account-21960?postid=55340#post55340","creationDate":"2021-08-18T01:58:20+0000","relativeCreationDate":"1 year ago"},"numberOfViews":81,"contentType":"question","featuredImage":"","publicLabel":"","category":{"url":"\/using-freshsales-11327","categoryId":11327,"title":"Using Freshsales","metaRobots":"index, follow","type":0},"lastPostId":"55355"},"isActivityPage":null,"showUnsubscribeBtn":null,"attachmentCdn":"https:\/\/uploads-us-west-2.insided.com\/freshworks-en\/attachment\/","isGuest":true,"csrfToken":"3b0aec53dcd0f0c7e16cdfe9d6e920f0baaf7200","hideCategoryMetadata":false,"phrases":{"Forum":{"thread.unsubscribe":"Unsubscribe","vraag":"Question","beantwoord":"Solved","topic.list.metadata.asked.in":"asked in","topic.list.metadata.published.in":"published in","topic.list.metadata.shared.in":"shared in","topic.list.metadata.posted.in":"posted in"}}}">

C

cky Apprentice

asked in接触和帐户法力gement

Under what circumstances that we need to use Account (tag a Contact to an Account)

Hi all, We are exploring on FreshWorks CRM. I noticed there is Contacts and Accounts in FreshWorks. And we noticed we can just use Contacts, without needing to tagged to any Account.After created a Contact, I can add a Deal to this Contact, and subsequently moving the Deals all the way to Won status (Deal closed). P/S: Our business is B2C (Business to Consumer), our customers are individual consumers, so we interact directly with consumers instead of Companies. So I would like to understand, in such case, under what circumstances that we need to use an Account? (ie: To tagged a Contact to an Account). Any implications if we don’t create any Accounts at all?For eg, will it affect the default Analytics reports, etc Thank you.

0 1

1 year ago